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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,043 | $183,592-61.3% | $155,567-54.3% | $145,959-51.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.45% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $3,363 | $5,315-36.7% | $4,674-28.1% | $4,661-27.9% |
| Participant deferral / active EE | $6,534 | $6,464+1.1% | $5,628+16.1% | $6,689-2.3% |
| Admin fee / account holder | $944 | $19,318-95.1% | $15,916-94.1% | $13,398-93.0% |